Personal Finance Advisor - Ottawa

We are seeking a Personal Finance Advisor to support members and clients by serving them, prospecting for new opportunities, soliciting business and developing strong relationships. · Establish an advisory relationship by identifying current and potential needs. · ...

Required · As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their ...

The work mode arrangement for the position is full-time on site. · As a personal finance advisor at Desjardins Ontario Credit Union , you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, · More specifically, you w ...

The role of personal finance advisor at Desjardins Ontario Credit Union involves developing lasting relationships with members and clients to ensure their financial goals are met. · ...

Develop and maintain lasting and trusting business relationships with members and clients. Listen to their needs, provide advice based on their financial situation, and recommend appropriate solutions. Work closely with individual members and businesses. · ...

This is a full-time on-site role for Financial Advisor, located in Ottawa, ON. The Financial Advisor will be responsible for assessing clients' financial goals and creating tailored plans. · ...

This role assists clients in achieving their financial goals through tailored financial planning and retirement planning. ...

We are seeking experienced Finance Professionals to support a range of client opportunities across Canada. This consolidated role is intended to attract strong candidates from multiple finance disciplines, including Financial Accounting, Management Accounting, FP&A, Commercial Fi ...

· We are currently looking to expand our team with both Experienced Business Consultants & Advisors and Regular Advisory Professionals to join our remote team. · ...

We are growing Harris is seeking an experienced finance professional to join our team in the capacity of Assistant Controller in the Public Sector Group. · Ensuring the accuracy, completeness, and timely completion of monthly financial reporting · Review account reconciliations, ...

How to apply · Only candidates selected for an interview will be contacted. · EDC is committed to employment equity and actively encourages applications from women, Aboriginal people, persons with disabilities and visible minorities. · Application Deadline: March 17, 2026 · Join ...

Application Deadline: · March 17, 2026 · Join the EDC Team · At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making Canada and the world better through ...

This is your chance to join a fast-paced, rapidly growing organization in the software industry As an Assistant Controller, you will be a part of the Onyx Group's finance team and will have the opportunity to have a direct impact on the success of the Business Units. · Reporting ...

The Role: · As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions. This is a client-facing opportunity within a brokerage environment — not a back-office finance position. · You will educate ...

The Administrative Manager will support the daily needs of the Canada office and manage administrative tasks. · Ensure day-to-day running of the office: supplies and basic facility needs. · ...

Permanent Full Time · Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. · In November ...

Application deadline: March 6, 2026 · Join the EDC Team · At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making Canada and the world better through tr ...

Job Description · **This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Ottawa Communities.  Includes locations such as; Ottawa Central, Ottawa East, Orleans, South Keys, etc.  Qualified applicants will be c ...

This fully remote contract opportunity in Ontario focuses on managing complex mortgage discharge processes. · ...

Requisition ID: 252792 · ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow ...